Commercial Awareness with Watson’s Daily business and financial news
Peter Watson
Watson’s Daily is the newsletter that improves your COMMERCIAL AWARENESS. In this podcast, the writer of Watson’s Daily talks about the week’s news and its implications. Peter Watson is an ex-stockbroker (13 years at 4 different investment banks in London and Tokyo) who advised some of the world’s biggest financial institutions on the UK, European and Japanese stock markets. He uses this experience to break down and explain key business and financial markets news in an approachable way! He also does the occasional podcast on career-related matters an ex-headhunter.
Episodes
Mentioned books
Jul 21, 2024 • 46min
Episode 896: Peter & Ralph's weekly chat (week commencing 15th July 2024)
In this episode, Ralph and I talk about the CrowdStrike disaster and the sunglasses love-triangle between EssilorLuxottica, Meta and Supreme...
Jul 17, 2024 • 26min
Episode 895: More luxury woes vs Adidas's rebound...#WeAskWatson
In this episode, Duncan and I talk about Richemont playing into the downbeat luxury trend and why Adidas is rebounding while Nike isn't...
Jul 17, 2024 • 20min
Episode 894: Hotel Chocolat vs EV hopes...#WeAskWatson
In this episode, Duncan and I look at what's next for Hotel Chocolat and hopes about EVs providing a boost for car sales...
Jul 17, 2024 • 49min
Episode 893: Peter & Ralph's weekly chat (week commencing July 15th 2024)
In this episode, Ralph and I talk about Trump getting shot, Macron's self-imposed disaster and what lies ahead for the new labour government.
Jun 26, 2024 • 21min
Episode 892: South China Sea vs VW buying into Rivian...#WeAskWatson
In this episode, Alina and I talk about some rather concerning developments in the South China Sea and why VW's deal with Rivian could help both sides...
Jun 25, 2024 • 20min
Episode 891: Shein's IPO vs Frasers/THG/BNPL...#WeAskWatson
In this episode, Alina and I talk about the pros and cons of Shein's proposed IPO and why Frasers and THG getting together is a very clever idea...
Jun 24, 2024 • 24min
Episode 890: More US tech restrictions vs Mission 2025...#WeAskWatson
In this episode, Alina and I talk about the US putting more tech restrictions on China and how the "Mission 2025" group is pushing back against the "greenlash"...
Jun 23, 2024 • 1h 5min
Episode 889: Review of 2024's themes so far with Peter & Ralph...
Peter and Ralph revisit the themes from the beginning of the year, including populism, near-shoring, renewables/nuclear, AI profitability, and corporate migration to the Middle East/India. They discuss rising populism, voter turnout trends in European elections, implications of near-shoring and de-globalization, transitioning to renewable energies, evolving AI landscape, and companies entering the Middle East/India for business growth.
Jun 20, 2024 • 20min
Episode 888: the haves vs the have-nots...#WeAskWatson
In this episode, Duncan and I talk about why it doesn't feel like inflation is falling and how working at UK investment banks is getting VERY compelling (uncapped bonus, anyone??)...
Jun 19, 2024 • 20min
Episode 887: Nvidia vs Warehouse rooftop solar panels...#WeAskWatson
In this episode, Duncan and I talk about Nvidia's triumph and the potential for solar panels on the rooftops - of warehouses!
